See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,768 | $148,978-2.2% | $200,582-27.3% | $84,808+71.9% |
| Participation rate | 58.8% | 84.2%-25.4pp | 86.9%-28.1pp | 68.3%-9.5pp |
| Annual return | 15.40% | 28.16%-12.8pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,538 | $4,815-47.3% | $6,419-60.5% | $2,631-3.5% |
| Participant deferral / active EE | $5,296 | $7,142-25.8% | $9,331-43.2% | $4,212+25.8% |
| Admin fee / account holder | $3,085 | $13,977-77.9% | $16,305-81.1% | $7,344-58.0% |